Capital Research Global Investors
LU icon

Capital Research Global Investors’s Lufax Holding LU Stock Holding History

Capital Research Global Investors’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-613,485
Closed -$2.6M – 421
2023
Q3 		$2.6M Sell
613,485
-243,938
-28% -$1.35M ﹤0.01% 403
2023
Q2 		$4.9M Sell
857,423
-31,775
-4% -$210K ﹤0.01% 399
2023
Q1 		$7.26M Sell
889,198
-2,606,016
-75% -$25M ﹤0.01% 402
2022
Q4 		$27.1M Sell
3,495,214
-2,819,928
-45% -$21.5M 0.01% 371
2022
Q3 		$64.2M Sell
6,315,142
-1,813,409
-22% -$31M 0.02% 297
2022
Q2 		$195M Buy
8,128,551
+34,040
+0.4% +$791K 0.06% 213
2022
Q1 		$180M Sell
8,094,511
-6,105,929
-43% -$135M 0.04% 247
2021
Q4 		$320M Buy
14,200,440
+301,319
+2% +$7.89M 0.07% 208
2021
Q3 		$388M Buy
13,899,121
+3,941,323
+40% +$131M 0.09% 192
2021
Q2 		$450M Buy
9,957,798
+1,917,331
+24% +$96.6M 0.1% 176
2021
Q1 		$467M Buy
8,040,467
+98,018
+1% +$6.02M 0.11% 162
2020
Q4 		$451M Buy
+7,942,449
New +$475M 0.12% 164

Other funds holding LU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors's LU Position: Q4 2023 in Review

Capital Research Global Investors sold out of Lufax Holding (LU) in Q4 2023, closing a stake of 613,485 shares — an estimated $2.6M sold.

Capital Research Global Investors first reported a position in LU in Q4 2020 and held it in 12 quarters. The position peaked at $467M in Q1 2021. 121 funds tracked by Wall St. Rank hold LU as of Q4 2023.

  • Capital Research Global Investors reported no remaining Lufax Holding position as of Q4 2023 after selling out during the quarter.
  • Capital Research Global Investors sold 613,485 Lufax Holding shares in Q4 2023, an estimated $2.6M.
  • Capital Research Global Investors first reported a position in Lufax Holding in Q4 2020 and held it in 12 quarters.
  • Capital Research Global Investors's Lufax Holding position peaked at $467M in Q1 2021.
  • 121 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2023.

Based on Capital Research Global Investors's 13F filing for Q4 2023, filed 13 Feb 2024.